Dan Ives Wall Street Is DEAD Wrong About The AI Crash - I'm Buying These 3 Stocks NOW - Do You?

As seasonal September volatility collides with geopolitical flare-ups, spiking crude oil prices and fears of sticky inflation, Wall Street panic is once again trapping short-sighted investors into dumping top tier tech equities. Yet, legendary tech analyst Dan Ies views these short-term pullbacks as godscent buying opportunities for patient capital. Having just launched his new merchant bank, Yorkville Ives, in mid July 2026 to capitalize on tech, energy, and physical infrastructure, Ives routinely shatters Wall Street expectations by looking past macro noise. When fears of a SAS apocalypse triggered violent 50% to 60% sell-offs across enterprise software names earlier this year, Bears declared the sector dead. Ives stood virtually alone, arguing that enterprise software platforms like Palunteer, Snowflake, and Service Now would serve as the ultimate application layer, converting raw compute into actual corporate ROI. A thesis now overwhelmingly validated by blowout earnings. Fresh off a data center field tour in rural Nebraska, Ives anchors his bullish conviction in tangible physical evidence. Between 1,00 and 1,500 massive data centers currently under construction across the American Midwest, Texas, and Southeast, this physical footprint underpins year three of an 8 to 10year fourth industrial revolution. Crucially, his quantitative research models a staggering $10 downstream software and infrastructure multiplier for every single dollar spent on NVIDIA GPU hardware. Using his signature party metaphor, Ives points out that while macro bears watch from the windows in fear, the AI party, which started at 9:30 p.m., is currently at 11:30 p.m. on a night scheduled to run until 4:00 a.m. Derailing this train would require a 25% to 30% data center cancellation rate, establishing an extraordinary setup for his top three foundational tech picks. Standing as the absolute physical foundation of this multi-trillion dollar infrastructure buildout is Nvidia Corporation, ticker NVDA, the central compute engine powering the entire artificial intelligence ecosystem. Nvidia recently shattered Wall Street expectations by posting Q2 FY27 revenue of 96.2 $2 billion, a massive 106% year-over-year growth, and an 18% sequential surge that beat management's own 91 billion guidance by 5.7%. Demonstrating unmatched demand visibility, management delivered an extraordinary FY28 revenue guidance of approximately 70% growth to $693.3 billion, blowing past consensus estimates of 44%. This implies a projected non-GAAP EPS of $1559 for FY28, leaving the stock trading at a surprisingly suppressed forward PE ratio of just 14.5x at $225.73 per share and a PEG ratio of 0.24x. Nvidia's business model is expanding far beyond classic hyperscalers. Its AI clouds, enterprise, and industrial segment surged 138% year-over-year and 25% sequentially to 40.3 billion, outpacing traditional hypers scale growth of 13%. The driver behind this expanding profitability lies in chip economics. Revenue generated per gawatt of data center capacity leaps from $18 billion on Hopper to $25 billion on Blackwell and reaches $40 billion on Vera Rubin, which already represents 20% of Q3 data center revenue. Even as gross margins normalize from 75% to a guided 71% to 72% before stabilizing at 72% to 73%, gross profit extracted per megawatt increases by nearly 50%. To guarantee execution, Nvidia expanded its multi-year supply commitments from $119 billion to $279 billion, effectively locking up global high bandwidth memory and foundry capacity. Simultaneously, top five hyperscaler capex is projected to reach $800 billion in 2026 and $1.3 trillion to $1.4 trillion in 2027. Nvidia is aggressively leveraging its balance sheet by deploying $93.94 billion in equity investments, including $30 billion to OpenAI, $10 billion to Anthropic, and $5 billion to Safe Super Intelligence, alongside a $15 billion credit guarantee for OpenAI's 4.25 25 gawatt Ohio campus, $36 billion in takeerpay neocloud capacity agreements, and $500 billion in private infrastructure platforms backed by BlackRock, Blackstone, KKR, and Goldman Sachs. With advanced negotiations to acquire HuggingFace for $12.9 billion, Nvidia is solidifying an unbreakable monopoly across hardware and model distribution. Monetizing this massive compute footprint at the enterprise application level is Microsoft Corporation, ticker MSFT, the software giant currently proving that aggressive AI infrastructure spending yields immediate high margin commercial returns. Microsoft completely silenced market bears following a blowout quarterly earnings report that added an unprecedented $450 billion in market value in a single trading session after shares surged 15%. Topline revenue expanded 18% headlined by a 43% surge in Azure cloud revenue which management guided to accelerate further to 45% as new supply comes online. commercial remaining performance obligations jumped 84% to $678 billion with $200 billion classified as current RPO. Crucially, non-open AI commercial RPO grew 25% demonstrating that enterprise demand is widespread and not dependent on a single startup. Microsoft is aggressively scaling its application monetization through C-Pilot, which doubled its paid seat count quarter-over-arter to 30 million users. Priced at $30 per user per month, C-Pilot represents an annualized revenue run rate approaching 11 billion. With over 460 million commercial Microsoft 365 seats globally, C-Pilot has achieved under 7% market penetration, unlocking a massive multi-year runway for expansion. Furthermore, Microsoft holds an irreplaceable enterprise moat through its identity platform, which manages over 1 billion monthly active users. Its agent 365 platform now governs over 40 million registered AI agents across tens of thousands of enterprises, while its Purview compliance suite audited over 50 billion co-pilot interactions, a 360% year-over-year increase. Overall, Microsoft's AI business surpassed 37 billion in annualized recurring revenue, growing 123% year-over-year. Despite projected FY27 capex reaching $175 billion, Microsoft maintains a stellar return on invested capital of 30.83% backed by organic cash flow and operational efficiencies that reduced operating expenses as a percentage of revenue by 2%. By extending data center asset useful lives from 15 to 25 years, Microsoft is smoothing depreciation while operating margins in productivity and business processes expanded to 60%. Trading at a compressed 21x to 25x forward PE ratio, Microsoft offers elite growth at a discounted historical valuation. Completing this foundational technology triumvirate is Palanteer Technologies Inc. ticker pltr. The company Dan Ies famously crowns as the messy of AI for its unique position as the operational meta compute layer of the fourth industrial revolution. Palanteer has fundamentally disrupted the software landscape through its proprietary ontology architecture which acts as a deterministic routing graph between enterprise data security logic and execution boundaries. By dropping lowcost openweight models like Nematron Ultra directly into its ontology stack, Palunteer bypasses expensive Frontier model post training and eliminates high API token costs. Because Palunteer prices software based on total contract value derived from operational alpha rather than token consumption, rapid inference cost deflation flows directly into its gross margins as expanded profit. Palanteer's financial execution in Q2 was extraordinary with total revenue jumping 93% year-over-year to 1.94 billion. Management raised fullear FY26 revenue guidance to between $ 8.15 billion and $ 8.158 billion, adjusted operating income to $4.9 billion, a 62% operating margin, and adjusted free cash flow to $4.7 billion, a 63% free cash flow margin. The core engine driving this acceleration is Palanteer's US commercial business, where revenue surged 149% year-over-year to $764 million with fullear guidance raised to over $3.424 billion, a 134% growth rate. US commercial TCV skyrocketed 153% to 2.13 billion and 271% on a dollar weighted basis. While remaining deal value reached $6.24 billion, Palanteer achieved an unprecedented rule of 40 score of 155% backed by an 86% adjusted gross margin, a 157% net dollar retention rate, and a US commercial customer count of 653, up 35%. In Q2 alone, Palanteer closed 220 deals worth at least $1 million, including 73 deals over $10 million. US government revenue accelerated 90% year-over-year, anchored by defense winds, including the Maven smart system and the Titan ground station program, now trending toward a $1 billion annual program of record. With strategic infrastructure partnerships like Nebus, expansion alongside PWC, and the appointment of former AIG CEO Peter Zapino to lead financial services, Palanteer's software mode remains unmatched. Market pullbacks and macro panic will always tempt investors to sell, but generational wealth is built by holding the physical and software backbones of technological shifts. Nvidia Corporation, Microsoft Corporation, and Palunteer Technologies represent the core anchors of a multi-trillion dollar AI revolution. Tune out short-term market noise, capitalize on these discounted entry points, and position your portfolio for long-term outperformance. Subscribe now for more institutional-grade market analysis and leave your top stock picks in the comments below.